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2026-09-10 · Source：InfoWorld
Nvidia's Jensen Huang calls the SaaS selloff a market error; Shopify's Sidekick, which drew nearly 4,000 merchant-built custom apps in three weeks, shows why AI may extend SaaS.
Nvidia chief executive Jensen Huang has dismissed the recent tumble in SaaS stocks as a market misjudgment, calling the belief that artificial intelligence will destroy the software-as-a-service business model the "most illogical thing in the world." In Huang's view, investors "got it wrong" in driving SaaS shares lower.
Analyst Benedict Evans supplies the reasoning behind that position. While AI has made it easy for anyone to spin up code, he stresses, that capability does not solve the problems SaaS exists to address. Creating code and tools, in his framing, is the easy part: "The hard part is knowing that you need a tool for this in the first place and then knowing what the tool should do."
Shopify's Sidekick shows what acting on that insight looks like. In December, the commerce platform introduced custom app generation through Sidekick: a merchant describes the tool they want, and Sidekick writes the code, drawing on Shopify's interface components and connecting to the company's Admin API. The option has been very popular — Shopify says merchants created almost 4,000 custom apps in the first three weeks following the release.
If Evans is right, that makes Shopify's approach potentially revolutionary: embracing and extending the traditional SaaS model rather than abandoning it. The company is delivering the customization customers have long wanted from enterprise SaaS while preserving the ongoing support and platform stability they also rely on. Cheaper code gives customers a way to fix what they dislike about an application without replacing everything they like — an opening for any vendor willing to accommodate it. Expect more enterprise SaaS to follow this path, notwithstanding predictions that AI would kill the category.
Mots-clés: Shopify · Sidekick · Jensen Huang · Benedict Evans · SaaS · Generative AI
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